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AI优化巴西物流可减15%排放,中资货运企业短期降本窗口开启

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Transport sector turns to AI for decarbonization

巴西交通占温室气体排放11%,公路交通占九成以上。世界经济论坛与麦肯锡报告显示,AI通过优化运营效率可在短期内减少全球物流排放最多15%。对在巴从事货运、物流及车队运营的中资企业,这意味着电气化全面落地前,存在一条以AI降本增效的可行路径。

为什么值得关注

AI优化可减15%全球物流排放,巴西公路交通占排放90%以上,中资货运企业面临短期降本窗口。

人工智能正从流程自动化工具升级为巴西交通脱碳的关键使能技术。巴西交通联盟2025年研究显示,交通占巴西温室气体排放约11%,其中公路交通占比超90%。世界经济论坛与麦肯锡同年报告指出,AI虽无法替代结构性变革,但通过优化现有资产使用,可在短期内减少全球物流排放最多15%。巴西环境部长若昂·保罗·卡波比安科(João Paulo Capobianco)明确表态,AI的角色不是替代电气化,而是提高其效率并整合不同脱碳方案。对于在巴西运营的中资物流与运输企业,这一技术路径提供了电气化全面落地前切实可行的降本窗口。

巴西交通联盟2025年发布的研究汇集了50多个行业协会、公司和学术机构,报告指出交通约占巴西温室气体排放的11%,其中公路交通占这些排放的90%以上。对于公路交通,运营效率被确定为短期减排的关键途径之一,与扩大生物燃料使用、电气化和改变国家交通结构并列。世界经济论坛与麦肯锡联合发布的报告《智能交通,绿色未来:人工智能作为全球物流脱碳的催化剂》进一步量化了这一潜力:仅通过运营效率改进,采用AI技术就能将全球物流排放减少最多15%。巴西环境部长卡波比安科向Valor表示,在巴西这样的国家,物流成本对生产有重大影响,即使适度的效率提升也能产生经济效益,同时降低每吨公里或每位乘客的能源消耗,从而减少与经济活动相关的排放。

对在巴中资企业而言,这一趋势的直接触点集中在公路货运和物流运营环节。国家交通联合会执行主任费尔南达·雷森德(Fernanda Rezende)介绍,AI已应用于路线优化、货物装载计算和远程信息处理,支持预测性维护。具体而言,AI可计算载荷并更有效地在卡车中组装货物,最大化利用可用空间,使相同数量的车辆运输更多货物,减少不必要的行程——尤其在零担运输中效果显著。该技术还通过远程信息处理分析车辆数据,实时监控性能和燃料使用,并通过识别故障和部件磨损支持预测性维护。底稿未涉及中资企业直接影响的具体案例,但通过运营成本传导机制,从事中巴跨境物流、巴西境内干线运输、车队管理及物流科技服务的中资企业将直接受益于这一效率提升趋势。

CBI解读:底稿数据表明,AI在交通脱碳中的价值定位已获巴西官方和行业研究双重背书——它不是替代电气化的终极方案,而是在电气化全面落地前,通过优化存量资产使用效率实现减排的过渡性工具。CBI认为,这一判断对中资企业的战略意义在于:在巴西电力基础设施和电动车队成本尚未完全成熟的阶段,AI驱动的路线优化、装载计算和预测性维护提供了可立即落地的降本手段,且投入门槛远低于车队电气化改造。巴西环境部长特别强调,巴西电力结构以可再生能源为主,低碳燃料也取得进展,允许根据不同交通模式特点使用不同解决方案——这意味着中资企业无需押注单一技术路线,而可根据自身车队类型和运营场景灵活组合AI优化、生物燃料和电气化方案。值得注意的是,卡波比安科同时指出,政府必须通过监管可预测性、融资机制和研究支持为这些创新大规模发展创造条件,这暗示政策配套仍在完善中,企业先行布局可能获得先发优势。

待观察:其一,巴西政府是否会出台针对AI物流优化的专项融资或税收激励政策,环境部长提及的"融资机制"和"有利于私人投资的环境"尚未有具体方案落地;其二,巴西交通联盟是否会基于2025年研究发布分行业的AI应用指南或减排目标时间表,这将影响中资物流企业的技术采购节奏;其三,AI优化带来的运营效率提升能否在巴西货运价格指数中体现,可关注巴西国家地理与统计研究所(IBGE)货运成本相关指标的季度变化。

CBI 观察编辑判断

底稿显示AI在巴西交通脱碳中的定位已获官方背书,且15%的减排潜力来自运营效率而非技术替代。CBI认为,对中资物流企业而言,这一窗口期的实际价值在于以较低投入获取运营效率提升,但需关注巴西政策配套的落地节奏。

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信息概要

类型
行业趋势
方向
巴西
分类
科技平台
层级
编辑整理
地点
在巴中资货运、物流、车队运营及物流科技企业
核验
待核验
对象
在巴中资物流企业跨境运输服务商车队运营与物流科技企业
话题
科技行业趋势

来源信息

来源
Valor International
原文标题
Transport sector turns to AI for decarbonization
原始语言
英语
原文链接
查看原文 →
编辑
Clara Lin
查看原文(英语

Transport sector turns to AI for decarbonization

Artificial intelligence is moving beyond process automation to become an ally in transportation decarbonization by enabling more efficient operations, lower fuel use, better logistics planning, and integration among different modes. In a sector still largely dependent on fossil-fuel vehicles, experts believe the technology can begin reducing emissions even before fleets are electrified on a large scale by improving operational efficiency, reducing waste, and optimizing existing infrastructure. That assessment is consistent with a study released in 2025 by the Transportation Coalition, which brings together more than 50 industry associations, companies, and academic institutions. The report indicates that transportation accounts for approximately 11% of Brazil’s greenhouse-gas emissions and that road transportation generates more than 90% of those emissions. For road transportation, the study identifies operational efficiency as one way to reduce emissions in the short term, alongside expanding biofuel use, electrification, and changing the country’s transportation mix. This includes using artificial intelligence to improve freight routes and lower emissions. A 2025 report by the World Economic Forum and consulting firm McKinsey reached a similar conclusion. It found that AI cannot replace the structural changes required to decarbonize transportation, but has greater potential than any other technology to reduce emissions in the short term by making better use of existing assets. According to the report, titled “Smart Transportation, Greener Future: Artificial Intelligence as a Catalyst for Decarbonizing Global Logistics,” adopting these technologies could reduce global logistics emissions by as much as 15% through operational-efficiency improvements alone. Environment Minister João Paulo Capobianco tells Valor that in a country such as Brazil, where logistics costs have a major impact on production, even modest efficiency gains can generate economic benefits. They also produce environmental gains because the less energy consumed per tonne moved or passenger carried, the lower the emissions associated with economic activity. In this context, Capobianco views artificial intelligence as one of several solutions for decarbonizing the sector. “Electrification will be one of the pillars of transportation decarbonization, but its results will be much greater when combined with other technological transformations. Artificial intelligence is one of them. Its primary role is not to replace electrification but to increase its efficiency and integrate different solutions to reduce emissions,” he says. According to Capobianco, this combination is particularly relevant in Brazil because of the country’s predominantly renewable electricity mix and the progress made with low-carbon fuels, which allow different solutions to be used according to the characteristics of each transportation mode. Decarbonizing transportation is unlikely to result from a single technology, he adds, and will depend on the ability to integrate different approaches into a more efficient system. “This convergence can accelerate the transition to a low-carbon economy,” he explains. AI’s role is expected to expand as transportation, energy, logistics, and urban-planning systems become increasingly integrated. According to Capobianco, the government must create conditions for these innovations to develop at scale through regulatory predictability, financing mechanisms, research support, and an environment conducive to private investment. “The greater the integration, the greater the ability to reduce energy use, emissions, and operating costs. That is why, rather than measuring artificial intelligence’s direct impact, it is more important to understand its role as an enabling technology. It improves the efficiency of a range of solutions that, when combined, can significantly accelerate the decarbonization of the transportation sector,” Capobianco notes. Artificial intelligence is already part of the operational routines of major transportation companies, says Fernanda Rezende, executive director of the National Transportation Confederation (CNT). The technology is no longer limited to automating administrative processes and is now being applied directly to logistics operations. AI is used, for example, to optimize routes and load cubing—the process of determining the best way to arrange goods inside vehicles to maximize the use of available space. This makes it possible to carry more freight with the same number of vehicles and reduce unnecessary trips, particularly in less-than-truckload operations. “AI can be used to calculate loads and assemble them more efficiently inside a truck, increasing the sector’s efficiency,” she explains. The technology is also used to analyze vehicle data through telemetry, which monitors performance and fuel use in real time. It supports predictive maintenance by identifying malfunctions and component wear before they impair vehicle performance, while also expanding the monitoring capacity of control centers. According to Rezende, these capabilities can further improve fleet operations and help reduce fuel use. Rezende also cites advances in autonomous trucks operating in controlled environments. However, she believes deploying the technology on highways still faces obstacles related to the condition of Brazil’s infrastructure. “These levels of automation are already a reality. Technology is already being used to improve safety and increase transportation efficiency,” she says. Artificial intelligence applications are not limited to road transportation. They are also being incorporated into other modes, including aviation. In the port and waterway sector, artificial intelligence is primarily being used to improve operational efficiency, according to Frederico Dias, managing director of the National Waterway Transportation Agency (Antaq). The technology can support route planning, the monitoring of weather and oceanographic conditions, arrival forecasts, port-flow management, and reductions in idle time for vessels, equipment, and vehicles. “These efficiency gains have a direct impact on decarbonization because they reduce fuel use, energy use, and emissions,” he says. Dias says Antaq is paying particular attention to the potential of monitoring systems, data integration, and geospatial intelligence to support spatial analysis, satellite-image processing, the identification of operational patterns, and regulatory decision-making. Recent international studies indicate that increased digitalization is associated with lower costs and energy use while enabling real-time monitoring, alerts, and more intelligent management of operations, he adds. “AI can also be used to predict container dwell times and vessel delays, improve stacking, and automate equipment. The central bottleneck is data integration: without reliable, standardized, and shared data, AI cannot realize its full environmental and operational potential,” Dias says. Li Weigang, a professor in the University of Brasília’s Department of Computer Science and coordinator of TransLab, says the Brazilian Artificial Intelligence Plan (PBIA) establishes guidelines for using the technology to increase the country’s competitiveness and designates transportation as a priority area. According to Li, modernizing logistics infrastructure requires the use of artificial intelligence. “The plan recognizes infrastructure and mobility as priority areas. Its greatest strength is its focus on developing domestic solutions by optimizing logistics corridors, port infrastructure, and intelligent urban-traffic management to reduce carbon emissions,” he says. Li views the strategy as an opportunity to develop technologies adapted to Brazilian conditions instead of merely importing solutions. “In transportation, the PBIA focuses on four areas: technological sovereignty and domestic solutions; modernization of logistics infrastructure; urban mobility and sustainability; and safety and resilience,” he says. Translation: Todd Harkin

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